IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.4M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.83M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.42M

Top Sells

1
+$10.3M
2
+$4.03M
3
+$2.48M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.47M
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$1.07M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74.8K 0.02%
1,819
+811
127
$72.6K 0.02%
2,305
-495
128
$71.6K 0.02%
5,190
+105
129
$70.9K 0.02%
438
+1
130
$69.3K 0.02%
758
131
$69.2K 0.02%
419
132
$69.1K 0.02%
490
133
$68.7K 0.02%
615
134
$68.5K 0.02%
129
135
$66.6K 0.02%
1,059
-39,378
136
$65.4K 0.01%
365
137
$64.8K 0.01%
1,125
138
$63.4K 0.01%
179
139
$63.1K 0.01%
700
140
$62.3K 0.01%
2,799
-730
141
$61.3K 0.01%
130
+26
142
$61.1K 0.01%
450
-19
143
$60.9K 0.01%
+350
144
$60.8K 0.01%
+810
145
$60.5K 0.01%
498
146
$59.9K 0.01%
241
147
$59.4K 0.01%
264
148
$57.8K 0.01%
1,094
+8
149
$57.8K 0.01%
765
150
$57.4K 0.01%
818
+611
4 5
6
7 8